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V3.2 changes (#33)
* catch up on releases * v3.2 changes * more changes * update changes * fix build error * update with changes
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‎docs/features/auto-categorization.mdx‎

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# Auto-Categorization
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You can train a machine learning model on your categorized transactions and use that model to predict categories for new transactions.
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## Setting up
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To set up auto-categorization, navigate to the `Settings` page and find the `Auto-Categorization` settings under the `Advanced Settings` section.
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First, you will need to train the auto-categorizer. Click the `Train` button and select a date range to train on. If you would like to include all of your transactions in the training data, you can leave the date range blank.
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Once you have trained the model, you can enable auto-categorization by clicking the toggle button. When auto-categorization is enabled, new transactions that are added to Budget Board via external sync or CSV import will automatically have a category predicted for them based on the model that was trained.
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:::note
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A minimum confidence level can be specified for predictions. If the model's confidence in a prediction is below this threshold, the transaction will not be automatically categorized and will instead be left uncategorized for you to review and categorize manually. By default, this threshold is set to 70% confidence, but you can adjust it to be more or less strict based on your preferences.
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:::

‎docs/features/importing-data/external-providers/index.mdx‎

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# External Providers
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External providers are services that Budget Board can connect to in order to import financial data. This includes services like SimpleFIN and LunchFlow, which are financial data aggregation services that can connect to your bank accounts and other financial institutions to pull in transaction data.
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The `External Accounts` page allows you to manage your connections to external providers, view the accounts that have been imported from those providers, and map those accounts to accounts in Budget Board. Once an external account is mapped to a Budget Board account, transaction and balance data will be imported from the external provider into that Budget Board account whenever a sync is performed.

‎docs/features/importing-data/external-providers/lunchflow.mdx‎

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# LunchFlow
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Budget Board can sync with [LunchFlow](https://lunchflow.app/), a third‑party service that connects to your bank and imports transactions. LunchFlow is similar to SimpleFIN, but with support for more institutions, particularly institutions outside of the U.S.
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## Getting Started
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### Setting up LunchFlow
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To use LunchFlow with Budget Board, set up a [LunchFlow](https://lunchflow.app/) account. This service securely connects to your bank and provides access tokens for third‑party applications like Budget Board.
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1. Go to [LunchFlow](https://lunchflow.app/) and create an account.
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2. After logging in, connect your bank account by following the prompts in LunchFlow.
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3. Once your accounts are connected, go to the `Destinations` page in LunchFlow and click the `Add Destination` button.
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4. Select `Rest API` as the destination type.
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5. Copy the generated API key.
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### Linking LunchFlow to Budget Board
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Use the API key to link LunchFlow to Budget Board:
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1. In Budget Board, open the `External Accounts` page.
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2. Under the `LunchFlow` section, paste the API key from LunchFlow into the input field.
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3. Click `Set API Key`. If successful, the section will display `Connected`.

docs/features/importing-data/simplefin-sync.mdx renamed to docs/features/importing-data/external-providers/simplefin.mdx

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# SimpleFIN Sync
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# SimpleFIN
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Budget Board can sync with [SimpleFIN](https://simplefin.com/), a third‑party service that connects to your bank and imports transactions.
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Use the access token to link SimpleFIN to Budget Board:
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1. In Budget Board, open the Settings page.
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2. Find the "Link SimpleFIN" section.
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1. In Budget Board, open the `External Accounts` page.
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2. Find the `SimpleFIN` section.
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3. Paste the access token from SimpleFIN Bridge into the input field.
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4. Click "Save Changes". If successful, the section will display "Linked".
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4. Click `Set Access Token`. If successful, the section will display `Linked`.
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## Advanced Configuration
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‎docs/overview/index.mdx‎

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## Summary
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BudgetBoard is an open-source personal finance application designed to help users track their monthly spending and work towards financial goals. It offers a user-friendly interface, robust budgeting tools, and seamless integration with various financial institutions via sync providers like SimpleFIN.
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BudgetBoard is an open-source personal finance application designed to help users track their monthly spending and work towards financial goals. It offers a user-friendly interface, robust budgeting tools, and seamless integration with various financial institutions via sync providers like SimpleFIN and LunchFlow.
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### Key Features
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#### Data Import & Automation
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- **Transaction CSV Import**: Import transactions in bulk using CSV files.
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- **Sync Providers**: Integrate with financial institutions through providers like SimpleFIN for automatic transaction and account balance syncing.
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- **Sync Providers**: Integrate with financial institutions through providers like SimpleFIN and LunchFlow for automatic transaction and account balance syncing.
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- **Auto-Categorization**: Train a machine learning model on your categorized transactions to automatically predict categories for new transactions.
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- **Automatic Rules**: Create rules to automatically update transactions based on criteria like description, amount, or date.
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#### Analytics & Insights
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- **User Authentication**: Authenticate locally with two-factor authentication (2FA), or bring your own authentication provider with OIDC login.
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#### Internationalization
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- **Multiple Languages**: Available in multiple languages including English, German, and Simplified Chinese, with community-contributed translations.
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### Screenshots
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<img

‎docs/release-notes/release-v3.1.1.mdx‎

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---
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title: "Release v3.1.1"
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---
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Some of the localization changes broke some of the logic with the automatic rules component. Fixed the issue to check against the underlying value rather than the localization key.
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## What's Changed
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- Fix transaction category stuff by @teelur in https://github.com/teelur/budget-board/pull/663
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**Full Changelog**: https://github.com/teelur/budget-board/compare/v3.1.0...v3.1.1

‎docs/release-notes/release-v3.1.2.mdx‎

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---
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title: "Release v3.1.2"
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---
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This patch fixes a bug where the balance doesn't update properly when an account has multiple balances for a given day.
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## What's Changed
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- Add translations by @teelur in https://github.com/teelur/budget-board/pull/664
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- Add CodeQL analysis workflow configuration by @teelur in https://github.com/teelur/budget-board/pull/668
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- Fixing balances so each account only has one balance per day (#666) by @awilner in https://github.com/teelur/budget-board/pull/667
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## New Contributors
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- @awilner made their first contribution in https://github.com/teelur/budget-board/pull/667
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**Full Changelog**: https://github.com/teelur/budget-board/compare/v3.1.1...v3.1.2

‎docs/release-notes/release-v3.1.3.mdx‎

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---
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title: "Release v3.1.3"
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---
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Fixed an issue where importing a CSV with numeric account names causes a fatal error.
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## What's Changed
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- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/669
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- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/670
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- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/676
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- remove unused keys by @teelur in https://github.com/teelur/budget-board/pull/679
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- Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/680
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- Fix numeric account names in transaction import by @teelur in https://github.com/teelur/budget-board/pull/683
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## New Contributors
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- @weblate made their first contribution in https://github.com/teelur/budget-board/pull/669
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**Full Changelog**: https://github.com/teelur/budget-board/compare/v3.1.2...v3.1.3

‎docs/release-notes/release-v3.1.4.mdx‎

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---
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title: "Release v3.1.4"
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---
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This patch fixes a bug where custom transaction categories were not getting assigned during transaction import.
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## What's Changed
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- Fixing bug that ignored custom transactions on CSV import (#673) (#674) by @awilner in https://github.com/teelur/budget-board/pull/685
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**Full Changelog**: https://github.com/teelur/budget-board/compare/v3.1.3...v3.1.4

‎docs/release-notes/release-v3.1.5.mdx‎

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---
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title: "Release v3.1.5"
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---
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Removed some unnecessary config options from the compose.env file to reduce the chance of deployment issues.
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## What's Changed
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- remove unused config options (#699) by @teelur in https://github.com/teelur/budget-board/pull/701
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**Full Changelog**: https://github.com/teelur/budget-board/compare/v3.1.4...v3.1.5

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